
Cate Koelmeyer
Provisional Financial Adviser
Cate holds a Bachelor of Business with a major in Financial Planning and Behavioural Economics. While she also holds a Diploma of Business and Commerce.
BBus(FinPlan)
Cate is a Provisional Financial Adviser who is currently completing her professional year. With a blend of academic excellence and hands-on experience, Cate brings over three years of expertise in strategic planning and client-focused solutions to the team.
Cate’s journey began during high school, driven by a fascination for economics and a deep desire to assist individuals in securing their financial futures. She is dedicated to guiding clients through their financial journeys with a holistic approach, ensuring personalised solutions tailored to their unique needs.
Outside of the professional arena, you'll find Cate immersed in various hobbies, from the tranquillity of reading to the thrill of water skiing and camping. Inspired by the holistic service approach of the Zinc Wealth team, she is committed to delivering excellence and client satisfaction.
As a provisional financial advisor, Cate will be under the supervision of Director and Financial Adviser Nick Rundle.
Get in touch with our team to book your obligation free appointment with one of our advisers today.
info@zincwealth.com.au 07 4688 8000
